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The Logic of Strategy Arguments

Roger Martin · 14 Sept 2026

The piece opens with

Change does not mean longstanding rules stop working; anyone claiming they have must give a logical argument why.

The important lesson here is that change doesn’t mean that longstanding rules stop working. Of course, that outcome is possible. But to be at all convincing, you must make a logical argument as to why the rules would stop working.

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  1. The important lesson here is that change doesn’t mean that longstanding rules stop working. Of course, that outcome is possible. But to be at all convincing, you must make a logical argument as to why the rules would stop working.
  2. In fact, it is readily arguable that intangible assets are harder to replicate than tangible ones.
  3. The key practitioner insight here is that you need to think for yourself. You simply cannot count on business school professors or even Harvard Business Review to present logically sound or empirically supported arguments.
  4. When there is neither logic presented, nor data attached, your audit should conclude the argument to have failed and is mere arm waving - which you should avoid like the plague.

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